Campbell, Cunningham & Taylor, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Campbell, Cunningham, & Taylor P.C.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Campbell, Cunningham & Taylor, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Campbell, Cunningham, & Taylor P.C. under EIN 62-0849027 and plan number 003. The latest loaded filing year is 2023. The filing reports 174 participants and $11,848,943 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campbell, Cunningham, & Taylor P.C.
- EIN
- 62-0849027
- Plan number
- 003
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $11,848,943
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241015152114NAL0050147120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,848,943
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,848,943
- Net assets (BOY)
- $11,278,348
Income & contributions
- Employer contributions
- $223,683
- Participant contributions
- $415,408
- Total contributions
- $663,179
- Total income / additions
- $2,680,372
Expenses & distributions
- Benefits paid
- $2,083,367
- Administrative expenses
- $26,701
- Total expenses
- $2,109,777
- Net increase / (decrease)
- $570,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Horizon Advisors Inc | INVESTMENT ADVISOR | $19,004 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | OTHER | $6,062 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,036 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Campbell, Cunningham, & Taylor P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- First Horizon Advisors Inc — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation